Integrate Salesflare with Autopilot
Send information between Salesflare and Autopilot automatically, without writing any code, using Zoho Flow.
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Create a new contact is in Autopilot each time a new contact is created in Salesflare
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Autopilot each time a new contact is created in Salesflare.
How it works
- The flow triggers when a new contact is created in Salesflare.
- Zoho Flow creates a new contact in Autopilot.
Create a new contact is in Autopilot each time a new contact is created in Salesflare
Salesflare + Autopilot
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Supported triggers and actions
Integrate Salesflare and Autopilot using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New account
Triggers when a new account is created
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
Contact unsubscribed
Triggers when a contact unsubscribes
Contact added to list
Triggers when a contact is added to the selected list
Contact removed from list
Triggers when a contact is removed from the selected list
New contact
Triggers when a new contact is added
All Actions - Actions are the automated tasks
Create opportunity
Creates a new opportunity
Add contact to account
Adds an existing contact to the selected account
Create call
Creates a new call
Create account
Creates a new account
Add user to account
Adds an existing user to the selected account
Create contact
Creates a new contact
Create meeting
Creates a new meeting
Create task
Creates a new task
Fetch person
Fetches a person by ID, name, or email
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch user
Fetches a user by ID, name, or email
Fetch account
Fetches an account by ID, name, domain, or tags
Add contact to list
Creates a new contact and adds it to the selected list
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact by its email address or contact ID
Unsubscribe contact
Unsubscribes the selected contact from all emails
Delete contact
Deletes the selected contact
What is Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
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What is Autopilot?
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Sales Director, Artico
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
